Geneos Wealth Management’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25K | Hold |
74
| – | – | ﹤0.01% | 1690 |
|
|
2025
Q4 | $27.3K | Sell |
74
-16
| -18% | -$6.4K | ﹤0.01% | 1619 |
|
|
2025
Q3 | $43.7K | Sell |
90
-182
| -67% | -$87.2K | ﹤0.01% | 1435 |
|
|
2025
Q2 | $133K | Sell |
272
-410
| -60% | -$190K | ﹤0.01% | 1136 |
|
|
2025
Q1 | $292K | Buy |
682
+412
| +153% | +$185K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $115K | Sell |
270
-10
| -4% | -$4.51K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $132K | Buy |
280
+243
| +657% | +$109K | 0.01% | 880 |
|
|
2024
Q2 | $15.1K | Sell |
37
-2
| -5% | -$831 | ﹤0.01% | 1432 |
|
|
2024
Q1 | $17K | Buy |
39
+2
| +5% | +$775 | ﹤0.01% | 1414 |
|
|
2023
Q4 | $12.5K | Hold |
37
| – | – | ﹤0.01% | 1487 |
|
|
2023
Q3 | $10.9K | Buy |
37
+20
| +118% | +$6.21K | ﹤0.01% | 1543 |
|
|
2023
Q2 | $5.53K | Buy |
+17
| New | +$4.95K | ﹤0.01% | 1718 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$18K | – | 2463 |
|
|
2022
Q2 | $18K | Sell |
100
-7
| -7% | -$1.39K | ﹤0.01% | 1734 |
|
|
2022
Q1 | $23K | Buy |
107
+7
| +7% | +$1.56K | ﹤0.01% | 1741 |
|
|
2021
Q4 | $25K | Hold |
100
| – | – | ﹤0.01% | 1775 |
|
|
2021
Q3 | $20K | Sell |
100
-4
| -4% | -$859 | ﹤0.01% | 1920 |
|
|
2021
Q2 | $21K | Sell |
104
-962
| -90% | -$201K | ﹤0.01% | 1899 |
|
|
2021
Q1 | $227K | Sell |
1,066
-345
| -24% | -$70.6K | 0.01% | 915 |
|
|
2020
Q4 | $21K | Buy |
1,411
+1,304
| +1,219% | +$266K | ﹤0.01% | 1880 |
|
|
2020
Q3 | $19K | Sell |
107
-237
| -69% | -$44.1K | ﹤0.01% | 1678 |
|
|
2020
Q2 | $58K | Hold |
344
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q1 | $52K | Hold |
344
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q4 | $58K | Sell |
344
-10
| -3% | -$1.62K | ﹤0.01% | 1178 |
|
|
2019
Q3 | $54K | Buy |
354
+250
| +240% | +$39.9K | ﹤0.01% | 1141 |
|
|
2019
Q2 | $16K | Hold |
104
| – | – | ﹤0.01% | 1743 |
|
|
2019
Q1 | $13K | Hold |
104
| – | – | ﹤0.01% | 1753 |
|
|
2018
Q4 | $10K | Hold |
104
| – | – | ﹤0.01% | 1789 |
|
|
2018
Q3 | $14K | Buy |
104
+4
| +4% | +$526 | ﹤0.01% | 1727 |
|
|
2018
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1613 |
|
|
2018
Q1 | $11K | Sell |
100
-355
| -78% | -$43K | ﹤0.01% | 1615 |
|
|
2017
Q4 | $47K | Sell |
455
-14
| -3% | -$1.56K | ﹤0.01% | 1028 |
|
|
2017
Q3 | $51K | Sell |
469
-62
| -12% | -$6.61K | 0.01% | 930 |
|
|
2017
Q2 | $45K | Buy |
531
+431
| +431% | +$35.3K | ﹤0.01% | 961 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1605 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1639 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1583 |
|
|
2016
Q2 | $4K | Sell |
100
-50
| -33% | -$2.12K | ﹤0.01% | 1578 |
|
|
2016
Q1 | $6K | Buy |
+150
| New | +$6.05K | ﹤0.01% | 1449 |
|
Other funds holding RACE
VCM
BOI
